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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1101
Powers Advisory Group
Illinois
$445K – – –
EM
1102
Excalibur Management
Massachusetts
$444K – – –
IVP
1103
Intrinsic Value Partners
Arizona
$444K – – –
AIM
1104
Allen Investment Management
New York
$442K – – –
OCM
1105
Orleans Capital Management
Louisiana
$441K -$59.2K -495 -13%
ADIM
1106
Alpha DNA Investment Management
Maryland
$439K -$433K -3,622 -52%
IF
1107
Insight Folios
North Carolina
$439K -$26.1K -218 -6%
LSAG
1108
Lake Street Advisors Group
New Hampshire
$439K +$394K +3,294 New
CAL
1109
Capital Analysts LLC
Pennsylvania
$437K – – –
GIA
1110
GHP Investment Advisors
Colorado
$437K – – –
TWM
1111
Tanager Wealth Management
United Kingdom
$437K – – –
CC
1112
Cadinha & Co
Hawaii
$435K -$12K -100 -3%
PWG
1113
Portside Wealth Group
Utah
$433K -$67.9K -568 -15%
BTI
1114
Blue Trust Inc
Georgia
$432K -$44K -368 -9%
AWA
1115
Arete Wealth Advisors
Illinois
$432K +$388K +3,245 New
SAM
1116
Sompo Asset Management
Japan
$431K -$58K -485 -13%
IA
1117
IFG Advisory
Georgia
$431K -$65.6K -549 -14%
MCA
1118
MSH Capital Advisors
Arizona
$431K +$30.8K +258 +9%
SGCA
1119
Steel Grove Capital Advisors
Tennessee
$430K -$1.2K -10 -0.3%
RPC
1120
Rossmore Private Capital
Connecticut
$427K – – –
PFBT
1121
Parkside Financial Bank & Trust
Missouri
$426K +$158K +1,323 +70%
CA
1122
Callahan Advisors
Texas
$426K -$12K -100 -3%
AO
1123
Advisor OS
Illinois
$425K +$13.7K +115 +4%
CIAS
1124
Capital Investment Advisory Services
North Carolina
$425K +$359 +3 +0.1%
FNBSF
1125
First National Bank Sioux Falls
South Dakota
$424K – – –
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